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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,865 | $123,478+66.7% | $216,567-4.9% | $94,015+119.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 15.14% | 23.61%-8.5pp | 12.94%+2.2pp | 17.84%-2.7pp |
| Employer contribution / active EE | $4,710 | $3,136+50.2% | $5,216-9.7% | $2,790+68.8% |
| Participant deferral / active EE | $8,209 | $4,556+80.2% | $6,191+32.6% | $4,249+93.2% |
| Admin fee / account holder | $4,820 | $12,753-62.2% | $21,981-78.1% | $8,951-46.2% |